About Us

Call or Text us for a no-obligation consultation today.

Who We Are

We are located in beautiful Brevard County, Florida.

Since 1987, we have been providing clients with unbiased and independent advice in the areas of investments and insurance, as well as estate and retirement planning. We are not tied to any particular products or services; therefore we are free to recommend any type of investment or insurance. Because of this, our interests are the same as our clients.

Our goals are to:

Provide you with superior financial strategies and customer service
Conduct our business with integrity, diligence, full candor, and imagination
Educate clients on the most current financial products and opportunities

Our services include preparing and implementing comprehensive personal financial plans, managing investment portfolios, tax planning, and recommending insurance strategies.

We have extensive expertise in the areas of IRA and other asset distribution and preservation strategies for future generations. We specialize in stretching distributions from qualified and non-qualified retirement plans, working with clients to generate multiple streams of lifetime income for their beneficiaries (spouse, children, and grandchildren).

We often work closely with other local professionals, including attorneys, accountants, and insurance experts, to craft a plan as unique as you are.

Mike Baumann

Mike F. Baumann, 3rd is an Independent Financial Services Professional. Mike took an accelerated graduation from the prestigious Wharton School of Business at the University of Pennsylvania in 1982. Mike’s prior work with the Small Business Administration and his Wharton financial background caught the eye of executives at Merrill Lynch. After a brief stay in the Melbourne, FL branch, Mike left Merrill to found Honor Financial Group, Inc. The timing was extraordinary. Two weeks later, the stock market crashed. It was October 1987.

Over the years, Mike has consulted with a wide variety of clients. He assists both pre-retirees and those in retirement, specializing in ages 55 and up, as well as extended families. His client’s careers span all walks of life, including business owners, doctors, attorneys, realtors, bankers, accountants, and employees of Fortune 500 companies.

Mike currently holds the Series 7, 63, and 65 full securities licenses, and is insurance licensed as well. He has completed extensive coursework, including a 20-part program, providing expertise in many areas related to retirees’ issues, including housing, health issues, and of course, retiree finances and estate planning.

In addition, Mike has extensive expertise in the areas of IRA and other asset distribution and preservation strategies for future generations. He specializes in stretching distributions from qualified and non-qualified retirement plans, working with his clients to generate multiple streams of lifetime income for their beneficiaries (spouse, children, and grandchildren).

Living in Indian Harbour Beach, FL, with his lovely wife Robin, Mike enjoys golfing, snow skiing, exercising and traveling.

Robin Baumann

Robin R. Baumann is an alumnus of the Florida Institute of Technology, where she majored in accounting. She also is insurance licensed.

Early in her career, Robin worked in a major public accounting firm, where she managed the bookkeeping staff. This exposed her to a huge variety of accounting and tax situations, concerning both individual and business tax returns. Immediately prior to joining our practice, she was the accountant for a large property and casualty insurance firm.

Currently, Robin splits her time between handling our client’s service issues and preparing all of our firm’s accounting needs.

Robin is an avid reader, golfer, and world traveler.

Faith M. Colquitt

Faith M. Colquitt is a graduate of Sawyer Business School in Pittsburgh PA.

Early in her career, Faith worked in the hospitality industry for 30 years as a manager, bartender, and owner. She then went on to supervise and manage her brother’s manufacturing company in Las Vegas.

When she returned to Florida, she was given the opportunity to join Honor Financial Group in the office manager position, due to her previous managerial experiences. Faith is in charge of all of the vital office duties and communications, as well as handling the advisor appointments and corresponding work flows, while also scheduling events and seminars.

At home, Faith enjoys baking, cooking, and spending quality time with her husband and family, and of course her dog Jessie.

Matthew N. Miller

Matthew N. Miller is an independent Financial Services Professional. Matt graduated from the University of Central Florida School of Business in 2014. Matt was drawn to the industry after seeing the struggles his parents went through during the 2007-2008 Mortgage & Banking Crisis. He knew at that time that he wanted to help his parents and families in similar situations manage their finances. After graduation, Matt was recruited by Edward Jones Investments. After a brief stay with the Indian Harbour Beach branch, Matt joined the team at Honor Financial Group.

Helping hard working individuals is truly a passion for Matt, as his very first clients were his parents who have worked their entire careers at the Kennedy Space Center. Matt knows and truly appreciates hard working individuals.

Matt currently holds the Series 65 and Series 7 securities licenses, and is Insurance Licensed as well. He has completed extensive course work, including a 6-month financial training program in St. Louis, Missouri, providing many areas of expertise in issues relating to retirees, financial planning, and helping families feel confident about retirement. In addition, Matt has extensive expertise in the areas of IRA and other asset distribution and preservation strategies for future generations.

Born and raised in Florida, and now living in Melbourne, FL with his lovely wife Petra and two amazing children Noel and Noah, Matt enjoys fishing, surfing, exercising, and most of all he loves spending quality time with his family.

Yes, I would like a complimentary discovery meeting!

Let’s get started planning for the retirement you deserve.